Jon Green and Chris Rofe head UK arm of benefits consultancy Lockton

16 April 2018 Consultancy.uk

Professional services firm Lockton has promoted Senior Vice Presidents Jon Green and Chris Rofe to share the leadership of its UK and international benefits practice. They replace the previous head, Mike Tyler who will continue in consulting capacity at the firm post-retirement.

Broker and employee benefits consulting firm Lockton was founded by Jack Lockton in 1966. Since then, the Kansas headquartered professional services firm has grown to become the world’s 9th largest insurance brokerage firm, hosting over 6,500 employees globally, and enjoying revenues of over $1.44 billion in the last fiscal year. After more than 50 years in business, however, the firm remains keen to push for growth, and is willing to resort to both targeted acquisitions and headcount expansion in order to obtain it.

In terms of inorganic growth, this recently saw Lockton purchase E3 Solutions in a bid to expand into the Western US market. Meanwhile, in Britain, the firm’s global drive for growth has also been boosted by the promotion of two new leaders for the firm’s UK and international benefits practice.

Jon Green, Chris Rofe and Mike Tyler - Lockton

Jon Green brings more than 25 years of insurance, reinsurance and consulting experience to his new shared role at Lockton – a firm he has been with since 2013. Prior to arriving at Lockton, Green spent eight years with Buck Consultants, where he came to lead the operational management of the firm, and a number of their key consulting relationships. Before spending five years at Swiss insurance firm GE Frankona Rueckversicherungs, where he was latterly an Account Executive, Green also spent a large chapter in his career in underwriting for insurance firms Axa and Guardian Health – where he began professional life in 1988.

Chris Rofe, who is also elevated to compliment Green as co-leader of Lockton’s benefits offering based in London, boasts a similar record to his colleague. Rofe has likewise spent more than a quarter of a century working in the health and risk market, leading large client teams in the support of major global medical, occupational health and wellbeing projects, during that time. Before joining Lockton, Rofe was also an employee of Buck Consultants, most recently working as a Senior Consultant in Health & Productivity, before exiting in 2012. Prior to moving into consultancy in 2011, Chris Rofe led the large corporate team at Axa with responsibility for corporate medical cover, occupational health, employee wellbeing and affiliated services. Spending more than five years with Axa, he was most recently Head of Client Relations at the insurance giant.

Transition

Both see their efforts at Lockton rewarded, with their simultaneous promotion from Senior Vice Presidents. Green will assume leadership responsibilities in the firm’s UK and International benefits practice, as of 1st May 2018. Their elevation follows the planned retirement of incumbent head of Benefits, Mike Tyler.

Former Mercer Global Partner and Chief Operating Officer Tyler also arrived from Buck Consultants in 2012, having been Managing Director for Health & Productivity at the firm, before joining Lockton. Since then, he has spent five years establishing Lockton’s benefits business in the UK, while overseeing the development of Lockton's global benefit operations. After stepping back from his role, Tyler will also continue to work with Lockton team in an advisory capacity, as well as completing a PhD in Employee Health and Wellbeing.

Tyler said, “I am delighted to have been given the opportunity to truly build something great here at Lockton. Over the last five years we have brought together a best-in-class team to offer unparalleled guidance to our clients. I leave the team in capable hands and look forward to watching it continue to grow.”

In a joint statement, his successors Green and Rofe paid tribute to Tyler, commenting, “Mike Tyler is an industry pioneer and his ideas will continue to impact everything our group does. We are excited to build on the strong foundations that have been established as we continue to focus on delivering to our clients."

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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019 Consultancy.uk

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.